Senior Vice President, Retirement Partners, LPL Financial
Bill is a Senior Vice President for LPL Financial-Corporate Retirement Business Development. He is responsible for growing adoption of adviser facing programs and retention. His team helps advisers win and retain more 401(k) clients utilizing LPL's unique services and platform. Bill is an expert on ERISA advisory services, Department of Labor, financial wellness and plan design. Previously, he was national sales leader for LPL Worksite Financial and Small Market Solutions.
Prior to LPL, Bill spent 10 years at Morningstar Investment Management. He led the retirement solutions wholesaling team and was responsible for organic growth of plan sponsor advice and participant managed accounts. He was a Vice President of Retirements Plans at OppenheimerFunds for the Upper Midwest and began his career at Transamerica Asset Management.
Bill earned his Master of Science from Northwestern University in Integrated Marketing Communications. The faculty awarded him the Jack Sissors Memorial Award. It is granted to the student who embodies Professor Sissors’ qualities of leadership, mentorship and generosity of intellect. He received his Bachelor of Arts from the University of Iowa.